Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,533 | $60,349+38.4% | $74,184+12.6% | $62,881+32.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.05% | 21.38%-17.3pp | 17.74%-13.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $5,290 | $1,680+214.8% | $2,370+123.2% | $2,281+131.9% |
| Participant deferral / active EE | $4,739 | $2,856+65.9% | $3,550+33.5% | $3,203+47.9% |
| Admin fee / account holder | $7,634 | $4,261+79.2% | $5,586+36.7% | $4,296+77.7% |